KCS - How to Add Summary of Accounts to Bills

Objective:

  • How to show the total balance due on the first page of you Bills

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Go to Billing
  3. Select Bill Themes
  4. Click on your Bill Theme you want to edit
  5. Click Statement of Accounts
  6. Click Summary of Accounts
  7. Under Show Summary Statement, tick Above Line Items or Below Line Items

 

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